Issue Views

Organize your work with issue views.

Views in your Pylon Dashboard

Overview

Views in Pylon help you organize and manage customer conversations across Slack, email, in-app chat, and more. With Views, you can:

• Focus on what matters most by filtering Issues and Tickets by status, priority, assignee, or source

• Create team dashboards tailored to specific functions or workflows

• Support triage at scale by visualizing queues clearly

• Personalize your day with saved filters and layouts for your role

• Standardize processes across support and success teams

Whether you’re managing hundreds of issues a day or just want a cleaner workflow, Views help you stay focused.

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Setup

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Use cases

• Individual Queue

  • A Kanban view filtered by Assignee = Current User to see all of your issues

• Support Queue

  • A List view filtered by Team = Support, sorted by priority for quick triage.

• Feature Requests

  • A view filtered to Question Type = Feature Request to view issues AI labeled as feature requests

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Best practices

• Start simple

  • Begin with a few broad views filtered down by team, account owner, or assignee

• Hide extra views

  • Hide views that you don't use

• Use sharing wisely

  • Keep views private by default, but share important ones to drive alignment across teams.

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